Only 7% of retirement age clients say their financial adviser has introduced themselves to their adult children despite predictions of an estimated £1.2trillion in wealth transfer over the next 30 years.
Star Wars themes meet Financial Planning again today as the PFS Forces conference will awaken at London’s O2 after reaching the north last week.
The Association of British Insurers (ABI) and National Employment Savings Trust (NEST) have launched a partnership, boosting the relationship between the insurance and long-term savings trade body and the Government-established workplace pension scheme.
Thirty-three new financial services firms have signed up to the Treasury's Women in Finance Charter pushing the total number on board to over 300 - a rise of over 100 over the past year.
The trade union representing workers at Aegon has expressed relief that 800 UK jobs will not go offshore, as the company outsourced administration services to Atos.
Thesis Asset Management has launched a new consultancy service.
National advice firm Foster Denovo has appointed Richard Horton as finance director.
A survey of 6,000 UK adults by national Financial Planner and wealth manager Tilney has uncovered that 58 out of every 100 British adults has no Will.
National Financial Planner and discretionary wealth manager, Harwood Wealth Management Group, paid £10.7m for nine acquisitions which helped drive strong growth.
The number of women shopping around for a better income from their pension pot is falling, according to figures from one national pension-focused IFA.